Learn everything you need to know about SMI 3Fourteen REAL Asset Allocation ETF (RAA) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...

I wish I could say that I captured all the gains of IDR and ORLA, but I have taken profits along the way, and, in the case of ORLA, my entry point was not January 1, 2025. Crypto stank it up, and ...

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that aren’t widely recognized. Many fewer companies now meet the conventional definition (used ...

Mid Atlantic announces the expansion of ModelxChange ®, launching ModelxChange Gallery to provide 401(k) professionals with access to mutual fund and ETF portfolio construction and management from ...

BlackRock has added the iShares Bitcoin Trust (IBIT), the fund issued by the asset manager that holds bitcoin (BTC), to one of its model portfolios. These models suggest portfolios and rebalances ...

SimCorp has launched two Axioma multi-asset class fund allocation models. The Axioma Fund Allocation Model intends to capture fund investment risk through exposures to a curated set of fund and market ...

BlackRock (BLK) is expanding its model portfolio by adding a 1% to 2% allocation to the iShares Bitcoin Trust ETF (IBIT), a move that signals a cautious but long-term bullish view on Bitcoin. The ...

STAMFORD, Conn., July 1, 2025 /PRNewswire/ -- Hedgeye Asset Management, LLC ("HAM"), a subsidiary of Hedgeye Risk Management, LLC, today announced the launch of the Hedgeye Capital Allocation ETF ...

BOSTON--(BUSINESS WIRE)--State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), announced today in partnership with Bridgewater Associates, the launch of ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Model portfolios have gained traction with financial advisors, and asset managers have flooded the marketplace with options. Given their ...